At a Glance
- Tasks: Conduct research, produce reports, and support client meetings in a dynamic wealth management firm.
- Company: Respected wealth management firm offering a supportive and professional environment.
- Benefits: Salary up to £60k, discretionary bonus, and clear career progression.
- Other info: Collaborative culture that values expertise and encourages career development.
- Why this job: Gain influence and responsibility while making a real impact on client outcomes.
- Qualifications: Diploma qualification, strong financial planning knowledge, and excellent report writing skills.
The predicted salary is between 60000 - 60000 £ per year.
Salary up to £60k + discretionary bonus London/Hybrid Are you a Paraplanner who wants greater influence, more responsibility, and a clear path for progression?
This could be the opportunity you've been waiting for!
This role offers the chance to have greater influence, increased responsibility, and a clear path for progression within a respected wealth management firm.
As a Paraplanner, you will become a trusted technical partner to Financial Planners, playing a key role in delivering outstanding client outcomes and influencing processes.
Key responsibilities include: - Conducting research and producing high-quality suitability reports - Driving process improvements - Supporting client meetings This position requires: - Diploma qualification (with a preference for those working towards chartered status) - Strong technical knowledge in financial planning - Client facing - Excellent report writing skills and attention to detail - A proactive, solutions-focused approach - Enjoyment in collaborative work and building strong relationships This opportunity is ideal for a Paraplanner looking to thrive in a supportive, professional environment where expertise is valued, ideas are heard, and career development is genuinely encouraged.
Please email for a confidential conversation to Ursula at Financial Divi...
